《大行報告》匯豐研究降中遠海能(01138.HK)目標價至10元 下調盈測
匯豐研究發表報告指,中遠海能(01138.HK)初步預期去年第四季經常性盈利10億元人民幣,按季升8%,同期中東往返中國超大型油輪(VLCC)運費按季升87%,估計紅海危機的影響陸續浮現,對油輪運輸的中期前景維持樂觀,在市場供不應求下,運費將會繼續波動,對於外部衝擊非常敏感。
該行將中遠海能去年盈利預測下調7%,以反映公司盈警,並將今明兩年的盈利預測分別下調12%及15%,主要受經營開支上升及航運市場波動影響,維持其「買入」評級,目標價由10.6元下調至10元。
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